POIIX vs. OAKIX
POIIX (Polen International Growth Fund) and OAKIX (Oakmark International Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, POIIX returned -3.72%/yr vs 5.74%/yr for OAKIX. Their 0.67 correlation means they have sometimes moved together and sometimes differently. POIIX charges 1.03%/yr vs 1.04%/yr for OAKIX.
Performance
POIIX vs. OAKIX - Performance Comparison
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Returns By Period
In the year-to-date period, POIIX achieves a -4.84% return, which is significantly lower than OAKIX's 6.86% return.
POIIX
- 1D
- 3.44%
- 1M
- 0.41%
- 6M
- -5.46%
- YTD
- -4.84%
- 1Y
- -5.23%
- 3Y*
- -0.99%
- 5Y*
- -3.72%
- 10Y*
- —
- ALL TIME*
- 4.30%
OAKIX
- 1D
- 0.73%
- 1M
- 3.67%
- 6M
- 4.33%
- YTD
- 6.86%
- 1Y
- 18.98%
- 3Y*
- 9.45%
- 5Y*
- 5.74%
- 10Y*
- 7.90%
- ALL TIME*
- 8.05%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
POIIX vs. OAKIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POIIX Polen International Growth Fund | -4.84% | -0.72% | -3.77% | 27.81% | -29.90% | 5.62% | 9.80% | 25.88% | -5.85% | 33.67% |
OAKIX Oakmark International Fund | 6.86% | 32.40% | -4.60% | 18.86% | -15.72% | 9.04% | 4.92% | 24.24% | -23.41% | 29.73% |
Correlation
The correlation between POIIX and OAKIX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.67 |
The correlation between POIIX and OAKIX has been stable across timeframes, ranging from 0.62 to 0.69 - a consistent structural relationship.
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Return for Risk
POIIX vs. OAKIX — Risk / Return Rank
POIIX
OAKIX
POIIX vs. OAKIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and Oakmark International Fund (OAKIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| POIIX | OAKIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.52 | ||
| Sortino ratioReturn per unit of downside risk | -2.05 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.20 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 1.13 | -1.55 |
| Martin ratioReturn relative to average drawdown | -0.89 | 3.47 | -4.36 |
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Drawdowns
POIIX vs. OAKIX - Drawdown Comparison
The maximum POIIX drawdown since its inception was -38.81%, smaller than the maximum OAKIX drawdown of -65.18%. Use the drawdown chart below to compare losses from any high point for POIIX and OAKIX.
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Drawdown Indicators
| POIIX | OAKIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.81% | -65.18% | +26.37% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -14.35% | -7.14% |
Max Drawdown (3Y)Largest decline over 3 years | -25.45% | -17.00% | -8.45% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -35.62% | -3.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -53.05% | — |
Current DrawdownCurrent decline from peak | -19.73% | 0.00% | -19.73% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -11.67% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 4.68% | +6.01% |
Volatility
POIIX vs. OAKIX - Volatility Comparison
Polen International Growth Fund (POIIX) has a higher volatility of 5.98% compared to Oakmark International Fund (OAKIX) at 3.92%. This indicates that POIIX's price experiences larger fluctuations and is considered to be riskier than OAKIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POIIX | OAKIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 3.92% | +2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 12.14% | +5.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 15.01% | +5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 19.10% | +1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 20.95% | -2.20% |
POIIX vs. OAKIX - Expense Ratio Comparison
POIIX has a 1.03% expense ratio, which is lower than OAKIX's 1.04% expense ratio.
Dividends
POIIX vs. OAKIX - Dividend Comparison
POIIX's dividend yield for the trailing twelve months is around 0.05%, less than OAKIX's 1.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKIX Oakmark International Fund | 1.72% | 1.84% | 2.46% | 1.85% | 2.97% | 1.23% | 0.33% | 1.81% | 7.15% | 3.04% | 1.48% | 5.06% |
POIIX Polen International Growth Fund | 0.05% | 0.05% | 0.45% | 0.32% | 0.00% | 0.00% | 0.00% | 0.01% | 0.11% | 0.64% | 0.00% | 0.00% |
Frequently Asked Questions
POIIX and OAKIX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POIIX has higher volatility (5.98%) compared to OAKIX (3.92%). In terms of maximum drawdown, POIIX dropped -38.81% vs OAKIX's -65.18%.
OAKIX currently has the higher Sharpe Ratio (1.09 vs -0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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